• 13F History

Legacy Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.03B
Signature - Title
Matthew Sgro - Director of Finance and CCO
Location
Plymouth Meeting, PA
Summary
This page shows a list of all the recent 13F filings made by Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Advisors, LLC reported 410 stock holdings with total value $1.03B as of Q4 2024. Top holdings included MTZ, VERX, JGRW, AAPL, and IWB.
Holdings Value

List of Other Managers Reporting for Legacy Advisors, LLC:

Name Holdings Value Location File Number
LAZARD ASSET MANAGEMENT LLC $68.4B New York, NY 028-10469
CONGRESS ASSET MANAGEMENT CO /MA $13.4B Boston, MA 028-03434
JENSEN INVESTMENT MANAGEMENT INC $11B Lake Oswego, OR 028-03495
Sterling Capital Management LLC $7.3B Charlotte, NC 028-11465
CONFLUENCE INVESTMENT MANAGEMENT LLC $6.94B St. Louis, MO 028-13334
TRILLIUM ASSET MANAGEMENT, LLC $3.86B Boston, MA 028-03125
Coho Partners, Ltd. $2.17B Berwyn, PA 028-11563
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 410 $1.03B +$124M -$64.6M +$59.1M MTZ, VERX, JGRW, AAPL, IWB 13F-HR 2/14/2025, 11:09 AM
Q3 2024 376 $923M +$86.9M -$44.4M +$42.6M MTZ, VERX, AAPL, IWB, MSFT 13F-HR 11/13/2024, 01:28 PM
Q2 2024 327 $823M +$51.9M -$45.4M +$6.48M MTZ, VERX, AAPL, IWB, MSFT 13F-HR 7/30/2024, 04:16 PM
Q1 2024 313 $791M +$34M -$97.8M -$63.8M MTZ, VERX, IWB, IVV, AAPL 13F-HR 4/30/2024, 09:38 AM
Q4 2023 306 $776M +$140M -$50.5M +$89.7M MTZ, VERX, AAPL, IWB, IVV 13F-HR 2/12/2024, 12:56 PM
Q3 2023 293 $621M +$55M -$19.9M +$35.1M MTZ, AAPL, IVV, IWB, SPY 13F-HR 11/14/2023, 08:57 AM
Q2 2023 267 $674M +$88.5M -$12.4M +$76.1M MTZ, AAPL, IVV, SPY, MSFT 13F-HR 7/20/2023, 12:40 PM
Q1 2023 252 $542M +$33.8M -$68.7M -$34.9M MTZ, IVV, AAPL, MSFT, OEF 13F-HR 5/1/2023, 04:56 PM
Q4 2022 242 $546M +$71.7M -$34.3M +$37.3M MTZ, OEF, IVV, AAPL, SPY 13F-HR 2/1/2023, 02:21 PM
Q3 2022 227 $453M +$49.5M -$12.2M +$37.3M MTZ, OEF, AAPL, SPY, JNJ 13F-HR 11/9/2022, 01:08 PM
Q2 2022 220 $475M +$51.9M -$1.41M +$50.5M MTZ, OEF, VTWO, SPY, AAPL 13F-HR 7/25/2022, 01:36 PM
Q1 2022 215 $515M +$277M -$3.81M +$273M MTZ, OEF, VTWO, SPY, AAPL 13F-HR 5/11/2022, 01:38 PM
Q4 2021 133 $273M +$11.1M -$3.94M +$7.17M OEF, VTWO, RBLX, SPY, BSY 13F-HR 2/14/2022, 10:59 AM
Q3 2021 127 $250M +$13.3M -$4.04M +$9.24M OEF, VTWO, BSY, SPY, RBLX 13F-HR 10/13/2021, 12:47 PM
Q2 2021 124 $246M +$45.2M -$32.8M +$12.4M OEF, BSY, VTWO, RBLX, VOO 13F-HR 7/13/2021, 03:38 PM
Q1 2021 122 $226M +$43M -$1.69M +$41.4M OEF, PCT, VTWO, SPY, UBER 13F-HR 4/12/2021, 11:09 AM
Q4 2020 111 $176M +$13.4M -$8.62M +$4.8M OEF, VTWO, SPY, UBER, MDY 13F-HR 1/15/2021, 10:24 AM
Q3 2020 109 $151M +$23.8M -$3.43M +$20.4M OEF, SPY, MDY, AAPL, UBER 13F-HR 10/8/2020, 09:41 AM
Q2 2020 102 $126M +$25.2M -$13.4M +$11.8M OEF, SPY, MDY, UBER, AAPL 13F-HR 7/9/2020, 11:33 AM
Q1 2020 96 $99.9M +$11.6M -$16.1M -$4.56M SPY, MDY, WTRG, UBER, AAPL 13F-HR 4/15/2020, 10:23 AM
Q4 2019 132 $158M +$17.5M -$2.59M +$14.9M MDY, SPY, WTR, FULT, AAPL 13F-HR 1/21/2020, 07:45 AM
Q3 2019 110 $134M +$4.02M -$4.47M -$448K MDY, SPY, WTR, FULT, IVV 13F-HR 10/10/2019, 12:08 PM
Q2 2019 355 $148M +$7.22M -$12.8M -$5.58M MDY, SPY, WTR, FULT, VOO 13F-HR 7/15/2019, 03:26 PM
Q1 2019 115 $148M MDY, SPY, WTR, IVV, FULT New Holdings 4/12/2019, 12:02 PM
Q1 2019 396 $161M +$21.7M -$7.76M +$13.9M MDY, SPY, WTR, IVV, FULT 13F-HR 4/8/2019, 10:50 AM
Q4 2018 109 $132M +$6.17M -$16.8M -$10.6M MDY, SPY, WTR, FULT, IVV 13F-HR 1/14/2019, 12:31 PM
Q3 2018 447 $203M +$68.9M -$697K +$68.2M MDY, SPY, WTR, FULT, IVV 13F-HR 10/18/2018, 04:36 PM
Q2 2018 396 $134M +$19M -$2.93M +$16M MDY, SPY, WTR, CUBI, FULT 13F-HR 7/19/2018, 10:17 AM
Q1 2018 351 $135M +$43.3M -$4.78M +$38.5M MDY, SPY, CUBI, WTR, BSV 13F-HR 4/17/2018, 11:38 AM
Q4 2017 327 $103M +$13.2M -$2.46M +$10.8M MDY, WTR, SPY, CUBI, FULT 13F-HR 1/26/2018, 02:37 PM
Q3 2017 322 $89.7M +$12.2M -$3.55M +$8.69M MDY, WTR, CUBI, SPY, FULT Restatement 11/3/2017, 04:15 PM
Q2 2017 189 $78.4M +$7.05M -$3.55M +$3.49M MDY, WTR, SPY, CUBI, FULT 13F-HR 11/1/2017, 03:27 PM
Q1 2017 186 $74M +$8.28M -$86.9M -$78.6M MDY, WTR, CUBI, SPY, FULT 13F-HR 11/2/2017, 04:18 PM
Q4 2016 193 $38M WTR, FULT, EFX, VOO, RGA 13F-HR 11/3/2017, 10:17 AM